We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
JWM
776
Jeppson Wealth Management
California
$319K +$57.6K +447 +20%
CG
777
Cynosure Group
Utah
$315K +$3.48K +27 +1%
WWM
778
Western Wealth Management
Colorado
$313K +$387 +3 +0.1%
CMF
779
Counterpoint Mutual Funds
California
$312K +$334K +2,595 New
GEA
780
Glen Eagle Advisors
New Jersey
$310K – – –
ILI
781
Invesco LLC (Illinois)
Illinois
$307K -$18.9K -147 -5%
MGIA
782
Moneta Group Investment Advisors
Missouri
$307K +$18K +140 +6%
WPC
783
Wedmont Private Capital
Pennsylvania
$304K +$20.5K +159 +6%
CWM
784
Cornerstone Wealth Management
Missouri
$303K +$19.6K +152 +6%
TAL
785
TIG Advisors LLC
New York
$303K +$324K +2,514 New
CI
786
Corient IA
Florida
$301K +$322K +2,500 New
KWA
787
Kingswood Wealth Advisors
California
$300K -$107K -830 -25%
GSC
788
G&S Capital
Colorado
$300K +$321K +2,490 New
OIA
789
OneDigital Investment Advisors
Kansas
$299K +$320K +2,482 New
CCAM
790
Cascades Capital Asset Management
North Carolina
$298K +$129 +1 +0%
SFS
791
Security Financial Services
Indiana
$297K -$6.57K -51 -2%
PSFG
792
Prairie Sky Financial Group
Illinois
$296K – – –
AWA
793
AmeriServ Wealth Advisors
Pennsylvania
$296K -$5.8K -45 -2%
AWM
794
Aries Wealth Management
Maine
$295K – – –
MPM
795
MBB Public Markets
Illinois
$295K +$316K +2,449 New
SC
796
Syon Capital
California
$293K +$85.8K +666 +38%
AA
797
Argent Advisors
Louisiana
$293K +$18.9K +147 +6%
BRA
798
Bender Robert & Associates
California
$292K – – –
BIM
799
Bridges Investment Management
Nebraska
$289K -$258 -2 -0.1%
RA
800
RFG Advisory
Alabama
$288K +$19.3K +150 +7%